CRM System Administrator
About The Position
The CRM System Administrator is responsible for the strategic development, design, configuration, conversion mapping, user training, customer case history, and ongoing support of Mayo Clinic’s Microsoft Dynamics 365 CRM system. The role works with functional staff to understand and define business processes and incorporate standard operating procedures into the CRM, and collaborates with external vendors and consultants on system enhancements and modifications. The position identifies development opportunities, manages major CRM upgrades, and continually reviews and develops processes for contact management, event organization and tracking, agreement execution, workflows, and related operations. It also supports integrations with .NET/Java-based applications such as SharePoint and Microsoft Visual Studio. Training and adoption are central to the role. The administrator designs and delivers process and technology training through webcasts and interactive sessions, assesses user proficiency, certifies competency in day-to-day system use, and handles ongoing modifications, upgrades, and future training needs. The role safeguards CRM data integrity, aligns CRM design with business strategies, and provides oversight to Business Development staff on data quality and process controls. The position also provides staff support, including distributing and upgrading computer and mobile tools and supporting remote tools and software. The administrator must be familiar with remote-access processes and Mayo-approved mobile apps. This is a hybrid position, and the employee must live within 100 miles of the Rochester, Minnesota campus.
Requirements
- BA/BS degree.
- Five years of experience working with multiple systems and databases in support of marketing, sales, and operational activities.
- In-depth knowledge of a customer contact management system, particularly Microsoft Dynamics 365 CRM, including system development and support.
- Strong troubleshooting skills.
- Strong communication skills.
- Must live within 100 miles of the Rochester, Minnesota campus.
Nice To Haves
- MA/MS degree.
Responsibilities
- Develop, design, configure, and support the Microsoft Dynamics 365 CRM system, including conversion mapping and customer case history.
- Work with functional staff to define business processes and integrate standard operating procedures into the CRM.
- Coordinate with outside vendors and consultants to develop system enhancements and modifications.
- Identify development opportunities and manage major CRM upgrades.
- Review and improve processes for contact management, event organizing and tracking, agreement execution, workflows, and other operational functions.
- Work with additional .NET/Java-based integration applications, including SharePoint and Microsoft Visual Studio.
- Design and conduct process and technology training through webcasts and interactive training sessions.
- Assess user proficiency and certify competency in day-to-day CRM use.
- Manage ongoing system modifications, upgrades, and future training requirements.
- Ensure the integrity of data held in the CRM database.
- Work with Business Development teams to align CRM designs with business strategies and oversee staff data quality and process controls.
- Support staff with hardware, including distributing and upgrading computer and mobile tools.
- Support remote tools and software based on remote employees’ needs and follow remote-access processes and Mayo-approved mobile app practices.
Benefits
- Multiple medical plan options.
- Delta Dental or a reimbursement account for flexible dental coverage.
- Vision plan with a national network.
- Health Savings Account and Flexible Spending Accounts for eligible expenses.
- Competitive retirement package.
- Continuing education and advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
